Small business know a lot about their products, services, and customers, but that doesn’t mean they’re finance experts. When it comes to obtaining credit to start, sustain, or grow their business, what seems like a simple process to lenders can be confusing to small business owners outside of your branches. Borrowers want coaches. Add a guided visual component to your call for more successful applications.
Read about Digital Customer Service for smoother end-to-end loan origination and servicing for lasting customer relationshipsDownload
When a small business borrower has questions with something on your web or mobile properties, phone conversations alone are often inefficient and frustrating as each party relies on the other to describe what is happening and what direction to take. Adding CoBrowsing, document collaboration and even video brings clarity and reduces errors to ensure servicing keeps moving forward smoothly.